Otago Youth Wellness Trust — Social Services Charity in Dunedin

Otago Youth Wellness Trust is a Trust charity in the Social Services sector, based in Dunedin, Dunedin. CharityData rates this charity A (92.5/100). Annual revenue: $2.6M NZD. Financial data as at June 2025.

Mission: The Otago Youth Wellness Trust affirms the rights of young people to have access to a range of quality services to meet their physical, emotional and social needs, which, in the provision of integrated delivery will enhance their well-being, break barriers to opportunities and ensure a secure future. In developing the above Mission Statement the Trust has ensured the welfare and interests of the young person are the first and paramount consideration.

Registration Number
CC20161
Charity Type
Trust
Registration Date
2007-12-02
Status
Active
CharityData Rating
A (92.5/100)
Sector
Social Services
Location
Dunedin, Dunedin
Email
administrator@oywt.org.nz
Data as at
June 2025

Beneficiaries: Children / young people, Family / whanau

Financial Summary

Total Revenue
$2.6M NZD
Total Expenses
$2.4M NZD
Total Assets
$1.2M NZD
Net Assets
$0.8M NZD
Reserve Months
4.9 months of operating expenses
Staff Count
28
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$2.6M$2.4M$0.8M
2024$2.4M$2.2M$0.4M
2023$1.7M$1.6M$0.5M
2022$1.5M$1.5M$0.4M
2021$1.7M$1.5M$0.5M
2020$1.4M$1.3M$0.4M
2019$1.1M$1.0M$0.3M
2018$1.0M$1.1M$0.2M
2017$1.1M$1.0M$0.3M
2016$1.0M$1.0M$0.2M

CharityData Rating

Overall Grade
A
Overall Score
92.5/100
Financial Score
100
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (8)

NameRoleAppointed
Shannon MacmillanTrustee2025-08-04
Garth PowellTrustee2023-06-22
Daniel HoughtonTrustee2023-06-22
Karen PhilipChair2019-04-04
Craig DinnissenTrustee2019-02-21
Carole AdairTrustee2015-09-17
Brian LoweTrustee2014-05-01
Nicola AtwoolTrustee2012-05-10

Former Officers (24)

  • Emma Wyeth — Trustee (departed 2022-07-28)
  • Erolia Rooney — Trustee (departed 2023-10-30)
  • Trevor Thomson — Trustee (departed 2018-12-06)
  • Marlia Morris — Trustee (departed 2020-10-05)
  • Sarah Lister — Trustee (departed 2019-03-22)
  • Benjamin Butterfield — Trustee (departed 2018-04-30)
  • Rebecca Good — Trustee (departed 2018-04-05)
  • Amelia Jull — Trustee (departed 2016-12-16)
  • Eric Nabalagi — Trustee (departed 2017-08-31)
  • Sarah Simmers — Trustee (departed 2025-05-26)
  • Janine Kapa-Blair — Trustee (departed 2021-08-12)
  • Dominic Flatley — Trustee (departed 2013-09-26)
  • Faafetai Sopoaga — Trustee (departed 2014-06-26)
  • Jim Crowe — Trustee (departed 2016-03-25)
  • Malcolm Farry — Chairperson/trustee (departed 2013-12-16)
  • Patricia (Pat) Harrison — Trustee (departed 2014-05-22)
  • Dougal Rillstone — Trustee (departed 2012-12-06)
  • Mary O'Dwyer — Trustee (departed 2011-12-31)
  • Warwick Deuchrass — Trustee (departed 2012-05-31)
  • Clive Matthewson — Trustee (departed 2014-08-07)

Funding Sources

  • Aotearoa Gaming Foundation — $60,000
  • The Lion Foundation — $8,520
  • Lion Foundation — $8,000

Similar Charities in Social Services

Social ServicesTrust

Otago Youth Wellness Trust

CC20161Dunedin, DunedinRegistered 2 Dec 2007
Data updated: 4 days ago
Financials30 Jun 2025Ratingyesterday

Financial data as at June 2025. Sourced from Charities Services register.

A
93/100
Financial
100
Governance
75
Transparency
65

Reasons to look carefully (2)

These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.

  • Government-funding concentration
    85% of latest-year revenue came from government grants — single-stream dependency
  • Same audit firm for many years
    Same audit firm (Audit Professionals) for 10 consecutive years — best practice rotates audit firms periodically to refresh independent oversight

Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.

Revenue

$2.6M

Expenses

$2.4M

Assets

$1.2M

Staff

28

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

The Otago Youth Wellness Trust affirms the rights of young people to have access to a range of quality services to meet their physical, emotional and social needs, which, in the provision of integrated delivery will enhance their well-being, break barriers to opportunities and ensure a secure future. In developing the above Mission Statement the Trust has ensured the welfare and interests of the young person are the first and paramount consideration.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanau

Key Statistics

Annual Revenue
$2.6M
Total Expenses
$2.4M
Net Assets
$818.7K
Staff
28
employees
Volunteers
0

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
4.9mo
Could operate 4.9 months with zero revenue
Low reserves
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

26
Score /100
Highly Concentrated
HHI: 7,399
High Concentration: 85% of revenue from Government Grants
Government Grants85.3%
Other10.7%
Donations2.4%
Investment Income1.6%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 55 peers · Social Services · $1M – $10M

Rating Score
93
#1/56
Revenue
$2.6M
#24/56
Reserve Months
4.9
#1/56
Surplus
$149K
#24/56
Staff Cost %
85%
#56/56

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating

A
Score: 92.5/100
Financial
100
Governance
75
Transparency
65
Why this grade: Financial 100 × 40% + Governance 75 × 60% = 85 → A.
View Full Score Breakdown

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Contact Details

Address
Dunedin, Dunedin

Registration

Registration NumberCC20161
Entity TypeTrust
Registered2 Dec 2007
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated18 Apr 1996
Registered office
20 Parry Street West, Dunedin Central, Dunedin

Sector & Activities

Primary Sector
Social Services
Activities
Provides advice / information / advocacyProvides services (e.g. care / counselling)

Data sourced from Charities Services register and publicly available annual returns. Our datasets may not be complete. Automated analysis can produce errors. Scores are calculated using disclosed methodology and are analytical tools, not investment ratings or recommendations. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz. For informational purposes only. Not investment advice. Last updated: 27 September 2026.